Talking Heads – A look...
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets…
18/07/25
Portfolio perspectives
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Podcast
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Article
Eurozone bonds – On the...
We expect the net effects from the US trade tariffs to be disinflationary. Downward price pressures from the direct hit…
18/07/25
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Article
US fixed income – Reasons...
Developed market interest rates remained generally range bound in the second quarter. The US economy can be expected to pivot…
17/07/25
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Graph
Graph of the Week –...
A recent study by the Bank of International Settlements has underlined the surge in issuance of green bonds: the market…
10/07/25
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White paper
ETF Watch – July 2025
June was another positive month for UCITS ETF flows (+€18.7 billion). Equities took pole position (+9.8 billion), with global and…
08/07/25
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Podcast
Talking Heads – Artificial Intelligence...
This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed…
08/07/25